TorrayResolute Small/Mid Cap Growth Fund Investor Class (TRSDX) Research

The primary goal of this investment vehicle is to achieve significant growth in capital over an extended period. A minimum of 80% of the fund's total assets, including any leverage employed for investment, is allocated to equity securities issued by small and mid-sized U.S. corporations. The Adviser strategically selects these companies, anticipating they will outperform the Russell 2500TM Growth Index while demonstrating a comparatively lower market risk across various time horizons. The focus is on businesses exhibiting exceptional operational and financial health, coupled with a well-established history of continuous and sustainable earnings growth.

Market snapshot

Symbol
TRSDX
Price
$8.81
Day change
-0.01%
Market cap
$15.9M
52-week range
8.81-23.43
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AXS Alternative Value Fund Investor Class (COGLX)
  • AXS Multi-Strategy Alternatives Fund - Investor Class (KCMTX)
  • AMG GW&K Enhanced Core Bond ESG Fund Class - N (MFDAX)
  • Manning & Napier Target 2060 Series Class I (MTKIX)
  • Manning & Napier Target 2055 Series Class I (MTZIX)
  • Touchstone Anti-Benchmark US Core Equity Fund - A (TDEAX)
  • Touchstone Anti-Benchmark US Core Equity Fund - I (TDELX)
  • Touchstone Anti-Benchmark US Core Equity Fund - Y (TDEYX)

Open TorrayResolute Small/Mid Cap Growth Fund Investor Class (TRSDX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.